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Aperio Group: The Next Generation of Indexing
The Aperio Advantage
Aperio is the new benchmark in customized and after-tax indexing. Fueling an enlightened movement of efficient equity exposure, we unlock tax-losses to offset gains and align portfolios to investor values and unique perspectives. The investment landscape has evolved – and Aperio is leading the way.
Active Tax Indexing
Active Tax Indexing uses a systematic tax-loss harvesting overlay to reduce taxes paid and improve after-tax returns over traditional index funds or ETFs.
Thematic Beta
Thematic Beta customizes the constituents of portfolios to achieve targeted investment exposures such as high dividend, low volatility, quality, or geographic tilts.
Socially Responsive Indexing
Socially Responsive Indexing
customizes the constituents of portfolios to include only those meeting the client’s unique social, ethical, and governance standards.